Financial Advisor Assistant

About HUB:

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Summary

We are seeking a detail-oriented and client-focused professional to support our financial advisory team. This role combines administrative support, client service, and operational responsibilities to ensure a seamless client experience.

Key Responsibilities:

• Provide administrative and operational support to financial advisors
• Deliver exceptional client service by responding to inquiries and assisting with account needs
• Prepare and process client paperwork, including account openings, transfers, and maintenance requests
• Maintain accurate client records and update CRM systems regularly
• Coordinate meetings, manage calendars, and assist with client communications
• Assist in preparing financial plans, reports, and review materials
• Follow up with clients to ensure timely completion of requests and documentation
• Ensure compliance with firm policies and industry regulations

Qualifications:

• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Proficiency in Microsoft Office and CRM systems
• Prior experience in financial services or client service is preferred

Licensing:

• Willingness to obtain FINRA Series 7 and Series 66 licenses (or currently in progress)

Preferred Attributes:

• Professional, positive, and client-first mindset
• Strong work ethic and ability to work both independently and as part of a team
• Interest in financial planning and wealth management

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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